MaryLandT
Moderator

Account management

Thanks for joining this thread, GC11.

 

You can select None for the Employees & Payroll role. That way, your employees won't have access to payroll reports.

 

To give them access to the Deposit Detail report, you can navigate the Banking area from the Role List. Then, edit the areas and activities you want to restrict.

 

Here are the steps you can follow to modify the access of an employee or a user.

 

  1. Go to the Company menu, then select Users.
  2. Select Set Up Users and Roles.
  3. Enter the admin password, then select OK.
  4. Select the Role List tab.
  5. Choose Banking, then select Edit to review its permissions.
  6. From the Area and Activities section, select an area of your accounts. You can select None, Full, or Partial to set the access level.
  7. Once you set the permissions, select OK to save.

 

You can always set up a new role, modify the access, then assign it to the user. Keep in mind, any adjustments you make apply to all users who have that role.

 

I'm leaving these articles to keep both your QuickBooks Desktop and tax table up-to-date.

 

 

Get back to me if you need more help by commenting below. I'll be right here whenever you have follow-up questions about setting up an access to your employees.